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Employee Benefit Professionals

VISUALIZING GROUP SOLUTIONS....

..... ONE CLIENT AT A TIME

Licensed since 1985

Forget everything you know about

GROUP INSURANCE BROKERS

The Rees Group has broken the mold with its unique approach

Redefine
Restructure
Revitalize
Redefine
Restructure
Revitalize

(......that’s kinda what has to be done when you “break” something)

IT'S NOT WHAT WE SAY
(OR PUT ON A WEBSITE) ABOUT OUR SERVICES THAT COUNTS...


..IT'S WHAT OTHER BUSINESS PROFESSIONALS SAY ABOUT US THAT MATTERS

“The product knowledge and level of service commitment displayed by the Rees Group are truly unparalleled.” “I was blown away by the personable touch and the genuine vested interest in ensuring their client would be set up for success!”
H.S.A Banking VendorImplementation Manager
“The Rees Group has always made us feel like a valued client”
On-line Retail Sales ClientHuman Resource Manager
“The Rees Group is very knowledgeable with regard to insurance products and the insurance market and the service needs of group employers”
Computer Technology Installation & Service Company ClientChief Financial Officer
“What we find exceptional is The Rees Group’s willingness to work at the employee level on issues that might arise for our employees”
Law Firm ClientPartner/Attorney
“Your assistance has been invaluable and appreciated!!!!”
Printing Company ClientEmployee
“I have really enjoyed working with you both and appreciate all that we have experienced”
Group Medical Insurance CompanyAccount Manger
“Steve is the poster child for ‘Client First’. His responsiveness and professionalism in assisting us make decisions regarding our benefits program is great”
Actuarial Firm ClientPresident
“Steve has always been very responsive to our needs. We highly recommend him as a broker to represent any group employer’s benefit program”
Payroll Manager – Printing CoAccounts Payable
“I really was truly impressed with the service you provide your clients and how available you all make yourselves.”
COBRA AdministratorTeam Lead
“I am super excited to hear how helpful and involved your broker team is! You have definitely found the Unicorn of brokers and are so lucky to have them!
COBRA AdministratorService & Implementation Lead
“The Rees Group provides more helpful, hands-on, and true partnership to their clients than other firms do.” “Working with the Rees Group guarantees responsive and attentive assistance in a way that makes servicing mutual clients easy and successful!”
COBRA AdministratorService Team Lead
“Such a pleasure working with you two. I wish all the businesses I deal with were as great as you guys”
Medical ProviderPractice Manager
“LOL you guys are truly the BEST! It has been a true pleasure working with you both.”
Medical ProviderPractice Manager
“You are awesome!!! Thanks so much for your help.”
Fabrication CompanyOffice Manager
“Thank you both, for all of work you have done to help with this project! You’re the best! “ “Thank you for being the expert and taking complete editing liberty! I knew I was right to send this to you first. As Mike and I often say, this is why we have Steve Rees and The Rees Group! You make our lives easy! I so appreciate you, you have no idea!!! “
Technology CompanyExecutive Assistance
“Thank you for your very kind words, Joanna! I agree, the more I learn the more valuable I can become for the company! Thanks again for everything!!”
Technology CompanyExecutive Assistance
“We can’t thank you enough!”
Technology CompanyCEO
“Thank you for speaking with Sharon! I You are both the pros, certainly not me. You are both awesome!!!” “Steve or Joanna, both with The Rees Group, will be able to provide you with assistance on which medical plan to select. They are both very knowledgeable and responsive.”
Technology CompanyVP
“I completely trust you guys and I knew you’d have a plan ;)”
Law OfficeOffice Manager
“You are always so helpful!! Thank you so much”
Audio Visual CompanyVice-President
It takes a special person to deal with insurance companies ---you guys are SPECIAL!
Independent Medical PracticeOwner & Practice Manager
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Note: Actual excerpt from real people to The Rees Group, names withheld to protect the innocent

Core Competencies

(or....A few things we do a lot)

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Turn-key Benefits Communication Plan

Turn-key Benefits Communication Plans

Development of custom employee communication including:
  • Company Specific Benefits Brochure
  • All supporting Enrollment Materials
  • Open Enrollment announcements
  • Enrollment system set-up and maintenance
  • Other employee benefit communications as needed
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Comprehensive Plan Analysis

Comprehensive Plan Analysis

Ongoing review of group plan’s key cost factors including:
  • Participation, demographics, medical claims & pharmacy utilization
  • Plan choice, coordination of benefits between plans offered
  • Funding arrangement, cash flow, risk tolerance and contract terms
  • Rate history, renewal negotiation, presentation of RFP outcomes, and timeline management
  • Open Enrollment medium, employee engagement and messaging
  • Wellness Program management including return on investment
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Technology Based Solutions

Technology Based Solutions

Evaluation of benefit plan efficiency and improvements using EDI feeds to achieve full integration of:
  • Benefit Admin Systems
  • Carrier eligibility data updates
  • HRIS Solutions
  • Payroll and time management systems
  • Recruiting, hiring and On-boarding
  • Financing Accounting data and reporting
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Thorough Compliance Management

Thorough Compliance Management

From an initial review to on-going regulatory review and assistance for:
  • Section 125 POP Plan filings and annual testing
  • COBRA process and adherence to standard practices
  • Required ACA employee notifications and reporting
  • ERISA Requirement as applicable
  • Meeting ADEA standards
  • IRS guidelines that apply to specific tax advantaged products offered and testing and reporting requirements
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Meaningful Service Standards

Meaningful Service Standards

Service at both the employer and employee level:
  • Proactive plan utilization and coverage guidance
  • Claims review, EOB explanation and member advocacy including assistance with appeal process if needed
  • One on one Employee plan choice and benefit program review prior to enrollment and during annual Open Enrollment period
  • Employer problem resolution on carrier premium billing, vendor response time and product support, system issues and overall plan performance
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Interactive Employee Education

Interactive Employee Education

A variety of live employee webinars are available providing education on relevant topics as determined by plan sponsor that can include:
  • General plan features and benefits
  • Health Savings Account knowledge and best practices
  • Provider Choice and Carrier search
  • Online member access and mobile application tools
  • Plan Exclusions and required Medical Necessity
  • Claims Appeal process

Broad Industry Expertise

(or…..who we do stuff for today)

Professional Services

Law Firms

Architect Practices

Commercial Printing

Accounting Firms

Audio/Visual

Manufacturing& Agriculture

Vinyl Products

 Lotions/Cosmetics

Specialty Farming

Retail

Merchandise

Online Sales

Automotive

Restaurants

Construction

Heavy Machinery

Trade Services

Trucking/Transport

Restoration/Storage

Education

Charter Schools

Technical Training

Software Training

Healthcare

Physician Practices

Veterinarian

Assisted Living/Hospice

Got Questions?

CONTACT US

Info@TheReesGroup.com
Office# (602) 469-8757

STEVE REES
STEVE@THEREESGROUP.COM

or

JOANNA MORENO
JOANNA@THEREESGROUP.COM

THE REES GROUP
PO BOX 72811
PHOENIX, AZ 85050